# Blossom Wealth Management

Blossom Wealth Management is a Multi Family Office based in Alamo, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Alamo, United States
- **Region:** North America
- **Address:** P.O. Box 125, Alamo, CA, United States
- **Founded:** 2009
- **Assets under management:** 336 (Altss estimate)
- **Website:** blossomwm.com
- **LinkedIn:** https://www.linkedin.com/company/blossom-wealth-management

## Regulatory record

- **CRD number:** 150402
- **SEC file number:** 801-118107
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150402

## About

Blossom Wealth Management was established in 2009. It functions as a multi-family office and SEC-registered advisor. The firm delivers financial planning, portfolio management and wealth advisory to affluent clients. The firm allocates across private equity, real estate and fund-of-funds vehicles. Confirmed public market positions include 2,601 shares of American Tower Corporation valued at $575,000 and 2,990 shares of Xylem Inc. valued at $387,000 as of Q2 2025 filings. Geographic reach centers on North America with indicated exposure to Africa and South America. The firm has shown interest in ClimateTech and sustainable strategies. Assets under management stand at 336 million USD. The firm maintains relationships with Schwab Advisor Services as custodian and Newmeyer Dillion for legal advisory. Michael T. Krueger serves on the Board of Advisors and mentors at Clean Tech Open. December 2025 filings showed incremental additions to existing equity positions. The firm operates as an appointed representative of St. James's Place Wealth Management plc in the United Kingdom. This structure creates a hybrid regulatory posture between U.S. RIA requirements and U.K. appointed-representative obligations.

## Sectors

- Real Estate
- ClimateTech
- Private Equity

## Questions

### Does Blossom Wealth Management participate in fund commitments or only direct deals?

The firm maintains confirmed exposure to private equity and fund-of-funds vehicles alongside direct public equity purchases such as American Tower Corporation.

### What investment stages does Blossom Wealth Management typically target?

Public records show activity in large-cap public equities and infrastructure assets. Private equity and real estate allocations are confirmed but lack stage-specific detail.

### How is Blossom Wealth Management related to St. James's Place Wealth Management plc?

Blossom Wealth Management Ltd (UK) acts as an appointed representative of St. James's Place Wealth Management plc under Financial Conduct Authority rules.

## Related profiles

- [Accelerated Wealth Advisors](https://altss.com/profile/accelerated-wealth-advisors)
- [Mercy University](https://altss.com/profile/mercy-university)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/blossom-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology